Private Equity

Sourced and presented debt options for investment opportunities as well as debt options for re-leveraging existing assets with DCF models representing cash flow implications of each decision, each of which priced by fixed-income indices, and including securitized products like loans originated by Freddie Mac or other CMBS originators.Developed reports for portfolio performance/investment data analysis by creating visualizations using PowerBI, PowerQuery (AKA M), and VBA/Visual Basic for Excel, and PivotTables featuring critical performance analytics, streamlining investment reports.Reconciliation of cash balances, reserves, returned capital and remaining capital balances per our investment/accounting books upon asset repositioning.Conducted analysis and financial review, including valuations, debt-to-worth, return of capital, return on capital, NOI growth, as well as qualitative information like community improvement photos for remittance to investors and external managers.Tracking and coordinating the investment through its life stages from underwriting through to repositioning and divestment while sourcing and advising on debt type, communicating cash flow needs through this timeline. Reviewed and approved settlement statements and wiring details and instructions for commercial transactions.Created a report which served as an internal control improvement via PowerQuery from an API call from our SQL server, automating performance benchmark calculations of underlying assets, which we then reviewed by risk grading with the benchmarks available. This was a process change I led and implemented across the portfolio.

Written and oral communication with the customer for qualitative data gathering, as well as to determine priority for deliverables and timelines.Tracking of unfunded capital commitments as required for risk-based asset policy guidelines.Financial analysis, underwriting, and presentation of investment opportunities.Review and understand Loan Policy for the bank, identifying and avoiding exceptions to that policy (therefore conforming to risk management as agreed and recommended by the Board).Financial statement review and analysis, financial modeling, and portfolio maintenanceManagement of multiple investment transactions, multi-tasking and re-directing projects as necessary to deliver for customer timeline needsDevelopment of semi-automated templates to streamline underwriting processes and assess key risks expediently, including the use of Visual Basic for Excel (Macros), Business Logic, the NameBox, Microsoft Word-object integration, and the data cleansing of CSV files to access key information from internal database sources, therefore reducing manual processing.Trained others on the use of these templates to share efficiency across the credit team.Oversight of investment contracts for accuracy and conformation to business points as presented before remittance to the customer for execution.Adherence to funding protocols as set in policies and procedures for investment funding to mitigate operational risk.Research and analyze markets to identify affordability and efficacy of the proposed business plan.

Development of semi-automated templates to streamline underwriting processes and assess key risks expediently, including the use of Visual Basic for Excel (Macros), Business Logic, the NameBox, Microsoft Word-object integration, and the data cleansing of CSV files to access key information from internal database sources, therefore reducing manual processing.

• Greeted parents and clients upon entry• Collected, distributed, and logged payments received • Directed phone calls to the appropriate party and fielded client concerns• Created compliance-management templates in Excel to mitigate losses from rejected claims

• Suggested sections of writing to expand upon for clarity purposes• Highlighted verbose language• Outlined a plan for further revision for writers leaving the center

• Saved time for the team by coding a Visual Basic macro to auto-generate quarterly presentations• Assisted with process improvement projects to promote functional collaboration early in the proposal process• Discussed lessons learned at quarterly operations meetings

• Built a Space Intake Tool using Visual Basic for Excel to analyze use of office space• Collaborated with Finance Proposal Analysts to communicate dates with the customer• Processed RFQs and Firm Orders to initiate internal workflow

• Investigated legal contracts to ensure compliance for internal audit• Identified errors in legal documents• Worked closely with legal staff to understand special-case scenarios

I made customers happy with their ice cream and experience at Cold Stone Creamery.

Consulting with customers, selling prom gowns.

Answering phones, appeasing customers, general accounting work.